Financial Education Associate

About the Job

The Financial Education Associate supports Compass's internal training systems, staff learning experiences, financial content infrastructure, and client-facing financial education efforts across the Programs department.

This role helps ensure financial coaches and other client-facing staff have access to organized, relevant, accurate, and trauma-informed learning resources that strengthen coaching quality and client support. The Associate plays a key role in coordinating trainings, maintaining learning tools and financial content, and delivering excellent logistics for client workshops and educational programs.

Reporting Structure: The Associate reports to the Manager, Programs Learning and Development and collaborates closely with program staff across Compass programs.

Skills We Are Looking For:

• Demonstrated financial knowledge, including understanding of budgeting, credit, savings, and personal financial management concepts.
• Experience in documentation management and maintenance, including organizing, updating, and maintaining accurate program materials, participant records, reports, and compliance documentation.
• Proven ability in project coordination, with experience managing timelines, tracking deliverables, supporting program implementation, and collaborating with cross-functional teams or community partners.
• Strong public speaking and presentation skills, with the ability to deliver engaging financial education workshops, seminars, and training sessions to diverse audiences.
• Experience in content creation, including developing educational materials, presentations, handouts, digital resources, newsletters, and social media content related to financial literacy

Primary Responsibilities

Training Coordination & Team Support

• Support scheduling, logistics, and preparation for staff training, onboarding cohorts, and internal learning sessions.
• Assist with training communications, attendance tracking, and follow-up materials.
• Coordinate day-of support for virtual and in-person trainings.
• Provide day-to-day coordination support to the Programs Learning and Development team.

Staff Learning & Development Support

• Contribute to the development and improvement of onboarding and professional development resources for Programs staff.
• Help ensure learning materials are trauma-informed, accessible, and aligned with Compass coaching practices.
• Gather feedback from staff and support continuous improvement of learning experiences.
• Support the Manager in analyzing feedback and identifying trends for improvement.

Content, Tools & Learning Systems Maintenance

• Maintain Compass’s centralized training and coaching resource database, ensuring materials are organized and up to date.
• Support version control and documentation for curricula, tools, and learning content.
• Track learning participation and completion using internal systems.
• Assist with administrative coordination of certification pathways (e.g., AFC®, CFP®), including tracking progress and supporting coaches through the certification process.
• Support regular reviews and updates of financial coaching content to ensure accuracy and currency.

Client Workshop Coordination & Educational Material

• Support coordination of client-facing financial education workshops, including scheduling, materials preparation, and presenter logistics.
• Manage participant registration, send reminders, track attendance, and administer workshop evaluations.
• Assist with development and updating of workshop content and client knowledge resources.
• Help ensure educational materials are accessible and responsive to client needs, including multilingual resources when applicable.

Qualifications and Skills

• 1–3 years of relevant experience in program support, training coordination, education, or staff development.
• Strong preference for experience in financial coaching, counseling, or education.
• Strong organizational skills and attention to detail, with the ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Comfort using databases, learning platforms, and systems such as Salesforce or similar tools.
• Commitment to equity-centered, culturally responsive, and trauma-informed learning environments.
• Commitment to Compass’s mission and values, with an interest in financial coaching, asset-building, or economic mobility work.
• Proficiency or fluency in Spanish, Haitian-Creole, or Cantonese preferred.

Equal Opportunity Statement  

Compass Working Capital is an Equal Opportunity Employer. We consider applications for all positions, without regard to age, race, color, ethnicity, national origin, ancestry, creed, religion, gender, gender identity or expression, sexual orientation, citizenship, physical or mental disability, medical condition, genetic information, marital status, veteran status, military status, or any other characteristic protected by applicable law.

Compass Working Capital is committed to ensuring individuals with disabilities receive the accommodations required for them to interview for a position on our team. Should you require accommodations, please contact hr@compassworkingcapital.org.

Compass also provides hiring preference to Section 3 residents. Section 3 Residency is defined as a “low-income resident” of the area where the HUD-assisted project is located.

For the purposes of Section 3, "low-income" is defined as 80% of the Area Median Income. To learn more information about Section 3 income eligibility, please refer to the Housing and Urban Development (HUD) Website. 

Benefits

The salary range for this role is $47,170 - $56,445, commensurate with experience. We’ll promote your professional growth and development by providing access to a competitive salary and benefits package and additional employee benefits that include but are not limited to:

• Healthcare: medical, dental, vision: Compass covers up to 80% of employee premiums and 80% for dependents. There is no waiting period to enroll in health insurance.
• Retirement plan 401(k) & 3% match
• Parental Leave: Employees who have been employed for at least three (3) months are eligible to take up to 12 weeks of unpaid leave. *Employee must be with the organization for six (6) months to receive up to twelve (12) weeks of full pay from the organization.
• Life insurance & disability insurance
• Paid time off: Employees receive up to 36 Wellness days and 8 holidays per calendar year, plus the final week of the calendar year off as an organizational-wide holiday. All employees enjoy a two-hour early closure starting the Friday after Memorial Day through the week of Labor Day.
• Flexible Spending Account (FSA)
• Dependent Care Flexible Spending Account
• Professional development & certification
• Pre-tax commuter benefits
• Employee Assistance Program (EAP)
• Office closed every Friday in August and the final week of calendar year
• Equipment: $200 one-time stipend for work from home expenses
• Internet Reimbursement: Up to $40 per month for personal internet expenses